WA
ESTE

Waverly Advisors’s Earthstone Energy Inc. Class A Common Stock ESTE Stock Holding History

Waverly Advisors’s Portfolio ESTE Stock Details ESTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,273
Closed -$173K – 374
2023
Q1 		$173K Sell
13,273
-637
-5% -$8.29K 0.01% 282
2022
Q4 		$198K Hold
13,910
– – 0.01% 266
2022
Q3 		$171K Buy
+13,910
New +$171K 0.01% 235